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Dimensional Global Real Estate ETF

242 hedge funds and large institutions have $1.68B invested in Dimensional Global Real Estate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+49
Holders Change %
+25.39%
% of All Funds
3.22%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
60
Increased
147
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
226
Royal Bank of Canada
Ontario, Canada
$19K +$1.25K +50 +7%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$18.3K +$18.3K +715 New
PC
228
Promus Capital
Illinois
$16.2K +$16.2K +633 New
LOIP
229
Live Oak Investment Partners
Texas
$14.7K
CWP
230
Concord Wealth Partners
Virginia
$14.4K +$281 +11 +2%
UBS Group
231
UBS Group
Switzerland
$11.2K -$30.1K -1,178 -73%
National Bank of Canada
232
National Bank of Canada
Quebec, Canada
$11.2K +$11.2K +437 New
VWWMG
233
Vermillion & White Wealth Management Group
Pennsylvania
$5.7K +$26 +1 +0.5%
Franklin Resources
234
Franklin Resources
California
$5.31K
EWP
235
Elevation Wealth Partners
California
$5.14K +$102 +4 +2%
HFS
236
Hantz Financial Services
Michigan
$5K +$4.04K +152 +422%
TWC
237
TD Waterhouse Canada
Ontario, Canada
$4.55K +$4.55K +193 New
CSWM
238
Cassady Schiller Wealth Management
Ohio
$4.52K +$4.52K +177 New
SIS
239
Strategic Investment Solutions
Illinois
$4.45K +$588 +23 +15%
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$3.55K
Comerica Bank
241
Comerica Bank
Texas
$3.3K +$332 +13 +11%
ACA
242
Aptus Capital Advisors
Alabama
$2.45K -$13.3K -521 -84%
AWM
243
AE Wealth Management
Kansas
$1.41K +$1.41K +55 New
BlackRock
244
BlackRock
New York
$1.1K +$1.1K +43 New
Susquehanna International Group
245
Susquehanna International Group
Pennsylvania
-$3.24M -112,374 Closed
SW
246
Simplicity Wealth
New Jersey
-$967K -33,515 Closed
GOCP
247
Great Oak Capital Partners
Massachusetts
-$361K -12,784 Closed
TH
248
Team Hewins
California
-$259K -8,957 Closed
SIM
249
Stratos Investment Management
Ohio
-$208K -7,204 Closed
APC
250
Aspire Private Capital
North Carolina
-$51K -1,767 Closed